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Legacy Wealth Asset Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Legacy Wealth Asset Management’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Sell
21,837
-2,352
-10% -$164K 0.27% 98
2026
Q1 		$1.73M Sell
24,189
-4,769
-16% -$381K 0.42% 52
2025
Q4 		$1.96M Sell
28,958
-1,789
-6% -$94K 0.48% 43
2025
Q3 		$1.37M Buy
30,747
+767
+3% +$28.9K 0.33% 81
2025
Q2 		$1.03M Buy
29,980
+1,862
+7% +$59.7K 0.26% 100
2025
Q1 		$914K Buy
28,118
+593
+2% +$18.1K 0.25% 99
2024
Q4 		$759K Buy
27,525
+1,291
+5% +$38.6K 0.21% 133
2024
Q3 		$780K Sell
26,234
-1,082
-4% -$30.4K 0.21% 136
2024
Q2 		$760K Sell
27,316
-235
-0.9% -$6.47K 0.21% 127
2024
Q1 		$656K Sell
27,551
-5,780
-17% -$129K 0.18% 163
2023
Q4 		$759K Sell
33,331
-4,976
-13% -$111K 0.25% 118
2023
Q3 		$814K Sell
38,307
-8
-0% -$181 0.3% 102
2023
Q2 		$837K Sell
38,315
-889
-2% -$20.6K 0.29% 93
2023
Q1 		$906K Sell
39,204
-159
-0.4% -$3.44K 0.33% 89
2022
Q4 		$905K Buy
39,363
+1,655
+4% +$33.8K 0.34% 91
2022
Q3 		$689K Buy
37,708
+2,328
+7% +$43K 0.3% 112
2022
Q2 		$689K Buy
35,380
+5,609
+19% +$122K 0.28% 140
2022
Q1 		$710K Buy
29,771
+3,017
+11% +$69.9K 0.25% 155
2021
Q4 		$599K Buy
26,754
+541
+2% +$12.2K 0.2% 182
2021
Q3 		$560K Buy
26,213
+152
+0.6% +$3.56K 0.26% 151
2021
Q2 		$656K Sell
26,061
-2,684
-9% -$69.2K 0.29% 136
2021
Q1 		$679K Sell
28,745
-1,792
-6% -$45.4K 0.31% 135
2020
Q4 		$780K Buy
+30,537
New +$722K 0.39% 87

Other funds holding SIVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Wealth Asset Management's SIVR Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 9.7% in Q2 2026, selling an estimated $164K and leaving 21,837 shares worth $1.23M. The position accounts for 0.27% of the portfolio, ranked #98.

Legacy Wealth Asset Management first reported a position in SIVR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.96M in Q4 2025. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

  • Legacy Wealth Asset Management held 21,837 shares of abrdn Physical Silver Shares ETF worth $1.23M as of Q2 2026.
  • Legacy Wealth Asset Management sold 2,352 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $164K.
  • abrdn Physical Silver Shares ETF made up 0.27% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #98 holding.
  • Legacy Wealth Asset Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's abrdn Physical Silver Shares ETF position peaked at $1.96M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.